S2 Ep 1: Financial Goals Planning with Ajit Menon, CEO of PGIM India MF | Nirav Panchmatia
Description
Welcome to the Brand New Season (2) of Podcast which is all about Investing Wisdom!
In this First Episode of Season 2, we kick off with an insightful discussion with the CEO of PGIM India Asset Management Pvt Ltd. (PGIM MF), Mr. Ajit Menon. We dive deep into understanding the sequence of investing & the concept of SMART goals.
Topics covered in this episode:
- The 7 different Asset Classes where one can invest
- How serious wealth in the world is made with concentration
- The difference between skill and luck: Which is replicable?
- The importance of a financial advisor for portfolio diversification
- Beware of recency bias
- Understanding the 100-minus-age thumb rule
- Why equity is best used for long-term goals
- The role of an advisor: Your accelerator and brake for all money matters
- The right sequence of investing
- The concept of SMART Goals: Specific, Measurable, Achievable, Realistic, and Time-Bound
- Nirav’s key pillars of risk management process
- Revisiting and implementing Warren Buffett's golden rules of investing
Tune in to gain valuable insights and wisdom from industry experts. Don't forget to like, share, and subscribe for more episodes on investment and financial planning!
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